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Helpful
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Excellent and very timely.
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I'm was glad to see some life insurance topics.
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I'm was glad to see some life insurance topics.
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Enjoy Fritz's comparative graphs.
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The Keebster is always informative.
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I enjoyed the statistical analysis regarding his equal weighting on portfolio holdings.
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Very informative, yet rushed and lacking detail. Complex info no doubt.
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Tried to do too much in a short period of time. Granted, there is a lot to talk about, but maybe make this a 2 session class.
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Outstanding.
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It was outstanding. Many speakers talk a lot and never say anything. Bob was concise, succinct and made many salient points. Nice work!
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Very interesting and informative.
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I liked the graphs Fritz presented. The data was relevant.
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Interesting.
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Tried to do too much in a short period of time. Granted, there is a lot to talk about, but maybe make this a 2 session class.
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Outstanding.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.